Report Builder — Creating Custom Reports
What is the Report Builder?
Section titled “What is the Report Builder?”The Report Builder lets you create ad-hoc reports by combining any of Stadli’s data sources, choosing which fields to display, and filtering to the date range or events you care about. Reports you build are saved and can be run again later.
Creating a report
Section titled “Creating a report”Path: Admin > Reports > New Report
- Click New Report.
- Choose a dataset — the data source for your report. Each dataset covers a specific area (orders, inventory, scans, etc.). See the Report Library for descriptions of each dataset.
- Select dimensions — the columns you want to display. Dimensions are descriptive fields like “Event Name”, “Section”, “Customer Email”, “Payment Method”.
- Select measures — calculated numeric fields like “Revenue”, “Tickets Sold”, “Scan Count”, “Refund Amount”.
- Apply filters (optional):
- Date range: Filter by order date, event date, or scan date.
- Event: Limit to one or more specific games.
- Product type: Filter to tickets, passes, merchandise, gift cards.
- Additional filters vary by dataset.
- Set sort order — click any column header to sort ascending or descending.
- Click Run Report to see results.
- Click Save Report to name it and save it for future use.
Running a saved report
Section titled “Running a saved report”Path: Admin > Reports
Click any saved report to open it. Adjust the filters if needed, then click Run Report to refresh the results with current data.
Cloning a report
Section titled “Cloning a report”Click Clone on any saved report to create a copy as a starting point. Useful for building variations of an existing report (e.g., same structure, different date range).
Exporting a report
Section titled “Exporting a report”After running a report, click Export to download the results as a CSV file.
Deleting a report
Section titled “Deleting a report”Click Delete on a custom report to remove it permanently. Pre-built system reports cannot be deleted.
Filtering tips
Section titled “Filtering tips”- Date range vs. event filter: Date range filters by when the order was placed. Event filter limits to tickets and passes for specific games regardless of purchase date.
- Multiple event selection: Hold Ctrl/Cmd to select multiple events in the event filter.
- Empty results: If a report returns no rows, check your filters — the combination of event and date range may be too narrow.
What could go wrong
Section titled “What could go wrong”- “Report is running slowly” — Large date ranges (full year) with many dimensions return a lot of data. Narrow the date range or remove dimensions you don’t need.
- “A dimension I want isn’t listed” — Each dataset has a fixed set of available dimensions. If a field isn’t available in one dataset, try a different dataset (e.g., “Detailed Sales” has more line-item fields than “Orders”).
- “Numbers don’t match what I see in Orders” — Reports reflect the state of data at the time the report runs. If orders were modified or refunded after a previous export, the numbers will differ.